The Document Templates Window

View - Document - Document templates

From the Document templates overview window you have access to all document templates belonging to the active company database. The Module drop-down list allows you to select which type of templates you want displayed in the list. Document templates are divided into the following groups: Document module, Contact module, E-Mail templates and Quotation template. The Path to templates field shows you where the document templates are saved.

From the list you can create new document templates, edit descriptions, merge fields and other information about a template, as well as open and edit existing templates.

Note! The templates are unique for each company database.